Certified Divorce Financial Analyst®
Cdfa®
AeroLeads people directory · profile
Sherry Adler, Aif®, Cdfa® Email & Phone Number
Certified Divorce Financial Analyst®
at
CDFA®
2 work emails found
@nextfinancial.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Certified Divorce Financial Analyst®
Location
Helendale, California, United States
Company size
Who is Sherry Adler, Aif®, Cdfa®? Overview
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Quick answer
Sherry Adler, Aif®, Cdfa® is listed as Certified Divorce Financial Analyst® at CDFA®, a with 209 employees, based in Helendale, California, United States. AeroLeads shows a work email signal at nextfinancial.com and a matched LinkedIn profile for Sherry Adler, Aif®, Cdfa®.
Sherry Adler, Aif®, Cdfa® previously worked as Financial Advisor / Division Manager at Next Financial Group, Inc. and Chief Financial Officer at Micro Systems Integration, Llc. Sherry Adler, Aif®, Cdfa® holds Accredited Investment Fiduciary (Aif®) from Fi360.
Company email context
Email format at CDFA®
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*@nextfinancial.com
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AeroLeads found 2 current-domain work email signals for Sherry Adler, Aif®, Cdfa®. Compare company email patterns before reaching out.
Profile bio
About Sherry Adler, Aif®, Cdfa®
Financial Advisor / Division Manager / CA Ins. License 0L35585 / My career in finance has encompassed a wide variety of positions including investment portfolio management, trading, divorce consulting, compliance, and business ownership.As a Financial Advisor: I enjoy putting together the pieces of a financial puzzle and seeking out solutions that fit each unique client comfortably. As a Division Manager: My experience in both the retail brokerage and asset management sectors help make me a valuable resource to the Representatives that I supervise.
Listed skills include Analysis, Small Business, Certified Divorce Financial Analyst, Due Diligence, and 22 others.
Current workplace
Sherry Adler, Aif®, Cdfa®'s current company
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Cdfa®
7 roles · 41 years
Sherry Adler, Aif®, Cdfa® work experience
A career timeline built from the work history available for this profile.
Financial Advisor / Division Manager
CurrentHaving worked in both the buy side (investment management) and sell side (brokerage) of the securities industry I am now engaged in a hybrid position offering both brokerage services and investment management. Securities License Examinations: Series 7, 66, 24, 52, 53, 4.
Jun 2016 - Present
Certified Divorce Financial Analyst®
Current
Cdfa®
As a Certified Divorce Financial Analyst®, my role in the divorce process is to assist my clients in making informed decisions in reaching a financial settlement solution.I bring to my CDFA® practice 25+ years of financial industry and business experience as well as many years of personal education in the family law process.Specialties: Certified Divorce Financial Analyst®, Divorce Settlement Resolution, Divorce Financial Consulting, Financial Neutral
2009 - Present
~17 yrs 6 mos
Chief Financial Officer
Micro Systems Integration, Llc
Hewlett-Packard Best-In-Class Reseller, $10million+ annual sales.Oversaw financial operations of a rapidly growing computer network engineering firm.Created policies, procedures, and methods of operation for all departments.Produced employee manual in compliance with labor laws.
1995 - 2002
~7 yrs
Vice President, Registered Investment Advisor
Northwest Quadrant, Inc.
Managed individual client portfolios using a quantitative equity strategy utilizing conservative option techniques, convertible bond and preferred stock analysis, and close-end mutual funds.Assisted in the development and modification of proprietary software and performance reporting.Managed multiple state registration compliance and bonding.
1987 - 1995
~8 yrs
Board Member
Orange County Society Of Investment Managers
Vice President 1992/93Secretary 1993/94
1992 - 1994
~2 yrs
Securities Trader
Cumberland Advisors, Pty
Centralized and managed the trading department of an expanding money management firm. Established systems, forms design, and methods of operation.Assisted the IT department in creating efficient modifications to the Advent Portfolio Management System.Executed international equity transactions and oversaw foreign settlement procedures.Assisted in the formation of CD Participation Program.
1986 - 1987
~1 yr
Team & coworkers
Colleagues at CDFA®
Other employees you can reach at nextfinancial.com. View company contacts for 209 employees →
JL
Jessica Lively Mcbee
Colleague at Cdfa®Houston, Texas, United States
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NM
Nima Morad
Colleague at Cdfa®Irvine, California, United States
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JM
Jeff Mathis
Colleague at Cdfa®Fayetteville, Tennessee, United States
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DH
Diana Harrison
Colleague at Cdfa®Portland, Oregon, United States
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BC
Bill Cross
Colleague at Cdfa®Lynchburg, Virginia, United States
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RM
Rob Mashburn
Colleague at Cdfa®Harriman, Tennessee, United States
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JK
Jason Knapp
Colleague at Cdfa®Cypress, Texas, United States
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JD
Jaime Delgreco
Colleague at Cdfa®Fountain Hills, Arizona, United States
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DO
Dick O'Connor
Colleague at Cdfa®Bolton Landing, New York, United States
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KM
Keith Mistretta
Colleague at Cdfa®Dover, New Hampshire, United States
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Jessica Lively Mcbee
Colleague at Cdfa®Houston, Texas, United States
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NM
Nima Morad
Colleague at Cdfa®Irvine, California, United States
View →
JM
Jeff Mathis
Colleague at Cdfa®Fayetteville, Tennessee, United States
View →
DH
Diana Harrison
Colleague at Cdfa®Portland, Oregon, United States
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BC
Bill Cross
Colleague at Cdfa®Lynchburg, Virginia, United States
View →
RM
Rob Mashburn
Colleague at Cdfa®Harriman, Tennessee, United States
View →
JK
Jason Knapp
Colleague at Cdfa®Cypress, Texas, United States
View →
JD
Jaime Delgreco
Colleague at Cdfa®Fountain Hills, Arizona, United States
View →
DO
Dick O'Connor
Colleague at Cdfa®Bolton Landing, New York, United States
View →
KM
Keith Mistretta
Colleague at Cdfa®Dover, New Hampshire, United States
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3 education records
Sherry Adler, Aif®, Cdfa® education
Accredited Investment Fiduciary (Aif®)
Fi360
Education record
Education record
Institute For Divorce Financial Analysts
FAQ
Frequently asked questions about Sherry Adler, Aif®, Cdfa®
Quick answers generated from the profile data available on this page.
What company does Sherry Adler, Aif®, Cdfa® work for?
Sherry Adler, Aif®, Cdfa® works for CDFA®.
What is Sherry Adler, Aif®, Cdfa®'s role at CDFA®?
Sherry Adler, Aif®, Cdfa® is listed as Certified Divorce Financial Analyst® at CDFA®.
What is Sherry Adler, Aif®, Cdfa®'s email address?
AeroLeads has found 2 work email signals at @nextfinancial.com for Sherry Adler, Aif®, Cdfa® at CDFA®.
Where is Sherry Adler, Aif®, Cdfa® based?
Sherry Adler, Aif®, Cdfa® is based in Helendale, California, United States while working with CDFA®.
What companies has Sherry Adler, Aif®, Cdfa® worked for?
Sherry Adler, Aif®, Cdfa® has worked for Cdfa®, Next Financial Group, Inc., Micro Systems Integration, Llc, Northwest Quadrant, Inc., and Orange County Society Of Investment Managers.
Who are Sherry Adler, Aif®, Cdfa®'s colleagues at CDFA®?
Sherry Adler, Aif®, Cdfa®'s colleagues at CDFA® include Jessica Lively Mcbee, Nima Morad, Jeff Mathis, Diana Harrison, and Bill Cross.
How can I contact Sherry Adler, Aif®, Cdfa®?
You can use AeroLeads to view verified contact signals for Sherry Adler, Aif®, Cdfa® at CDFA®, including work email, phone, and LinkedIn data when available.
What schools did Sherry Adler, Aif®, Cdfa® attend?
Sherry Adler, Aif®, Cdfa® holds Accredited Investment Fiduciary (Aif®) from Fi360.
What skills is Sherry Adler, Aif®, Cdfa® known for?
Sherry Adler, Aif®, Cdfa® is listed with skills including Analysis, Small Business, Certified Divorce Financial Analyst, Due Diligence, Entrepreneurship, Business Planning, Strategic Planning, and Accounting.
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